Nvidia rolls back 2 hot-button topics in a slimmer — and more China-focused — annual report
Business Insider
February 26, 2026
AI-Generated Deep Dive Summary
Nvidia's latest annual report omitted sections on climate change and diversity, equity, and inclusion (DEI) compared to last year, signaling a shift in priorities. The 93-page report, which is about 40 pages shorter than the previous year's version, also removed a dedicated section on sustainability and governance that had detailed clean energy commitments. While DEI efforts were briefly mentioned in one line this year, last year's report emphasized these issues as critical to business success.
The report highlights how U.S. chip export restrictions are hindering Nvidia's competitiveness in China's data center market. The company notes that it cannot deliver a competitive product under the current rules, allowing rivals to gain larger customer bases globally. This could have significant negative impacts on Nvidia's business performance.
Nvidia also revealed that its quarterly estimates do not include any expected revenue from sales of data-center chips to China. Despite this challenge, the chipmaker reported strong fiscal year 2026 earnings, driven by robust demand for AI data centers. Revenue surged 73% year-over-year to $68.1 billion, while profits jumped 94% to $43 billion. The company's stock saw a slight increase in after-hours trading.
The report's focus on China underscores the growing importance of the Chinese market for Nvidia, despite regulatory hurdles. While the omission of key sections may raise questions about corporate responsibility and stakeholder priorities, the financial results suggest that Nvidia remains well-positioned to navigate
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Originally published on Business Insider on 2/26/2026